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PERSONAL FINANCIAL SOLUTIONS, LLC
PERSONAL FINANCIAL SOLUTIONS, LLC
MANASQUAN, New Jersey
·
2 registered advisors
·
CRD# 129095
SEC# 801-121037
0
732-722-7912
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PERSONAL FINANCIAL SOLUTIONS, LLC
2 registered advisors
Ellen D. Leblanc
MANASQUAN, New Jersey
CRD# 4722270
Kenneth Patrick Leblanc
MANASQUAN, New Jersey
CRD# 1837019
05
Office Locations
MANASQUAN, New Jersey
2 advisors
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Data sourced from SEC Form ADV filings. PERSONAL FINANCIAL SOLUTIONS, LLC (CRD# 129095) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.